Kovitz Investment Group Partners
FISV

Kovitz Investment Group Partners’s Fiserv Inc FISV Stock Holding History

Kovitz Investment Group Partners’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$337K Sell
6,873
-22
-0.3% -$1.23K 0.01% 422
2026
Q1 		$385K Sell
6,895
-74
-1% -$4.58K 0.01% 425
2025
Q4 		$468K Sell
6,969
-1,389,897
-100% -$116M 0.01% 397
2025
Q3 		$180M Buy
1,396,866
+563,641
+68% +$80.8M 0.7% 31
2025
Q2 		$144M Buy
833,225
+146,913
+21% +$26.6M 0.61% 37
2025
Q1 		$152M Sell
686,312
-27,938
-4% -$6.12M 0.76% 31
2024
Q4 		$147M Buy
714,250
+81,696
+13% +$16.7M 0.72% 36
2024
Q3 		$110M Buy
632,554
+561,377
+789% +$92.6M 0.78% 31
2024
Q2 		$10.6M Buy
71,177
+17,836
+33% +$2.7M 0.09% 170
2024
Q1 		$8.52M Buy
53,341
+10,729
+25% +$1.56M 0.11% 140
2023
Q4 		$5.66M Sell
42,612
-1,468
-3% -$180K 0.09% 134
2023
Q3 		$4.98M Sell
44,080
-1,896
-4% -$233K 0.09% 140
2023
Q2 		$5.8M Sell
45,976
-2,007
-4% -$236K 0.09% 122
2023
Q1 		$5.42M Sell
47,983
-10,047
-17% -$1.11M 0.09% 141
2022
Q4 		$5.87M Buy
58,030
+1,383
+2% +$138K 0.12% 130
2022
Q3 		$5.3M Sell
56,647
-23,665
-29% -$2.41M 0.12% 134
2022
Q2 		$7.14M Buy
80,312
+16,334
+26% +$1.58M 0.16% 98
2022
Q1 		$6.49M Buy
+63,978
New +$6.48M 0.12% 127
2021
Q4 		– Sell
-64,274
Closed -$6.97M – 427
2021
Q3 		$6.97M Sell
64,274
-80
-0.1% -$8.94K 0.14% 106
2021
Q2 		$6.88M Buy
64,354
+43,320
+206% +$5.04M 0.14% 115
2021
Q1 		$2.5M Buy
+21,034
New +$2.41M 0.06% 202
2020
Q4 		– Sell
-11,267
Closed -$1.16M – 418
2020
Q3 		$1.16M Buy
+11,267
New +$1.12M 0.03% 248
2016
Q2 		– Sell
-3,900
Closed -$200K – 125
2016
Q1 		$200K Buy
+3,900
New +$185K 0.01% 124

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Kovitz Investment Group Partners's FISV Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Fiserv Inc (FISV) stake by 0.32% in Q2 2026, selling an estimated $1.23K and leaving 6,873 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #422.

Kovitz Investment Group Partners first reported a position in FISV in Q1 2016 and has held it in 23 quarters since. The position peaked at $180M in Q3 2025. 826 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Kovitz Investment Group Partners held 6,873 shares of Fiserv Inc worth $337K as of Q2 2026.
  • Kovitz Investment Group Partners sold 22 Fiserv Inc shares in Q2 2026, an estimated $1.23K.
  • Fiserv Inc made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #422 holding.
  • Kovitz Investment Group Partners first reported a position in Fiserv Inc in Q1 2016 and has held it in 23 quarters since.
  • Kovitz Investment Group Partners's Fiserv Inc position peaked at $180M in Q3 2025.
  • 826 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.